Where and How Trade Tension Is Impacting the Oil Market

The video discusses the global economy's impact on oil prices, highlighting factors like yield curve inversion, US-China trade issues, and OPEC's market balancing efforts. It examines client activity and day rates, noting increases in offshore drilling sectors. The video also explores asset classes in offshore drilling, focusing on drillships and semisubmersibles, and analyzes market trends and day rates. Finally, it addresses investment sentiment, emphasizing the role of shale production in oil supply dynamics.

What are the implications of the yield curve inversion for oil prices?

How does the current supply and demand situation affect ultra deepwater drillships?

What has been the impact of scrapping on the offshore drilling market?